Management Trainee - Finance

NEOLYTIX

Management Trainee, Finance (FP&A)

Finance & Accounts | Fresher Opportunity | Gurugram QUALIFICATION

MBA In FinanceEXPERIENCE

FresherLOCATION

Gurugram (Onsite)SHIFT

1:30 PM–10:30 PM ISTREPORTS INTO

Sr. Manager Shift: This role operates on a 1:30 PM to 10:30 PM IST schedule, onsite at our Gurugram office, 5 days a week. Please apply only if you are comfortable with this window. Education Gate: MBA with Finance as the primary specialization is mandatory. 12th in the Commerce stream (CBSE, ICSE, or equivalent) is required. Applications without this background will not be considered.

About The Role

Neolytix is a US-headquartered healthcare managed services organization serving 270+ provider organizations across Revenue Cycle Management, Credentialing, Medical Coding, and Payer Analytics, with delivery centers in Gurugram, Manila, and Chicago.

If you chose Finance as your MBA specialization because you find budgeting, financial planning, and business performance analysis genuinely interesting, and not just because it was available, this role is worth reading in full.

As a Management Trainee in our Finance and Accounts team, you will work directly under the Senior Manager, Finance on Financial Planning and Analysis (FP&A) activities. This is a hands-on, learn-while-you-do role. You will not shadow someone else's work. You will contribute to real financial reporting, variance analysis, and planning cycles from your first month, with structured guidance and training built into the role. After six months, on successful completion of the probation period, you transition to Associate.

What is FP&A

Financial Planning and Analysis (FP&A) is the function inside a company that answers three questions: what did we plan to spend and earn, what did we actually spend and earn, and why is there a gap FP&A teams own budgeting, forecasting, management reporting, and variance analysis. They are the finance team's link between raw numbers and business decisions. This is the work you will be doing and learning.

Career Path

Management Trainee

First 6 Months (Probation)Associate, Finance

Post ProbationSenior Associate & Beyond

Performance-Linked Growth

Key Responsibilities2. Reporting & MIS3. Forecasting & Variance Analysis4. Month-End Close Support5. Compliance & Data Management

• Financial Planning & Budgeting Support
• Assist in compiling annual and quarterly budget templates by gathering inputs from department heads
• Track budget submissions, flag inconsistencies, and follow up on missing data
• Prepare actuals vs budget comparison reports and highlight key variances for review
• Prepare monthly MIS reports and financial dashboards for management review
• Assist in building P&L summaries, cost-centre reports, and expense trackers
• Maintain and update financial reporting templates in Excel, ensuring accuracy and consistency
• Support the rolling forecast process by collecting data inputs and updating financial models
• Perform variance analysis (actual vs budget vs forecast) and write clear summaries of key findings
• Help identify cost drivers and revenue trends from operational and financial data
• Support the month-end close process: accruals, provisions, and expense reconciliations
• Coordinate with accounts payable and receivable teams to collect required data inputs
• Maintain documentation and audit trails for all finance activities you are involved in
• Maintain accurate financial records and ensure data integrity across reports and trackers
• Ensure adherence to company financial policies and internal control procedures
• Support internal and external audit requirements as and when needed
  
  

What You Will Learn

This role comes with structured on-the-job training alongside your work. Over your first six months, you will be trained on:

• FP&A workflows: how budgeting, forecasting, and variance analysis work in a live business environment
• Advanced Excel for finance: pivot tables, dynamic dashboards, formula-based financial models, and data reconciliation techniques
• US healthcare business context: how revenue cycle operations generate financial data and what drives performance
• Professional finance reporting: how to structure numbers into insights that leadership can act on
  
  

What You Bring

Must-Have

• MBA with Finance as the primary or first specialization. This is non-negotiable
• 12th in the Commerce stream (CBSE, ICSE, or equivalent board). Mandatory
• Strong academic record. A consistent performance history across 12th and graduation is expected
• Working knowledge of MS Excel. You should be able to build and navigate spreadsheets independently
• Strong numerical aptitude and attention to detail. A wrong number in a financial report is not a minor error
• Good written and spoken English. You will be coordinating with internal teams and presenting findings
  
  

Strong Preference

• Basic understanding of financial statements: P&L, Balance Sheet, Cash Flow. Even from coursework
• Any internship or project work involving financial analysis, MIS, budgeting, or accounts
• Familiarity with variance analysis or management reporting concepts
  
  

Nice-to-Have

• Exposure to ERP or accounting software such as Tally, SAP, or QuickBooks
• Basic awareness of financial modelling or data analysis tools
  
  

Who You Are

• You chose Finance, not just MBA. This is the field you want to build a career in, and FP&A is where you want to start
• Numbers bother you when they are off. You catch the error before someone else does
• You ask why a number moved, not just what it is. Curiosity about business performance is natural to you
• You are structured in how you think and communicate. Whether it is an Excel sheet or a verbal update, you present clearly
• You take ownership of your work and meet your deadlines without needing to be reminded
  
  

Eligibility Criteria

• Education: MBA in Finance (primary specialization) is mandatory. 12th in Commerce stream is mandatory. Both are non-negotiable
• Academic record: A strong, consistent academic background is expected. 70% or above in both 12th and graduation is preferred
• Batch: Freshers and recent graduates. Up to 1 year of experience (including internships) is acceptable
• Tier: Graduates from recognized universities across India, including tier 2 institutions, are encouraged to apply
• Shift: 1:30 PM to 10:30 PM IST, onsite in Gurugram, 5 days a week. Non-negotiable
• Joining: Immediate joiners strongly preferred
  
  

Selection Process

• Round 1: HR Screening. Profile review against education gate and eligibility criteria
• Round 2: Finance Assessment. Aptitude and concept test conducted at the Gurugram office, covering financial concepts, numerical reasoning, and Excel basics
• Round 3: Interview with the Senior Manager, Finance covering academic background, finance knowledge, and analytical approach
• Round 4: CEO Connect
  
  

Why Join Neolytix

Real FP&A Work from Month One

You are not shadowing someone else's work. You contribute to live budgeting, forecasting, and reporting cycles with structured guidance.Learn from a Finance Leader

Direct day-to-day mentorship from the Senior Manager, Finance. Feedback is part of the role, not an annual event.Global Business Exposure

Work on financial data from US healthcare operations. The business context you build here is hard to find at the fresher level.Clear Path Forward

Management Trainee to Associate after 6 months, then Senior Associate and beyond, based on performance, not time served.

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